VWM
Valley Wealth Managers’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $552K | Sell |
6,658
-490
| -7% | -$40.6K | 0.04% | 154 |
|
2025
Q1 | $584K | Sell |
7,148
-236
| -3% | -$19.3K | 0.04% | 148 |
|
2024
Q4 | $593K | Sell |
7,384
-608
| -8% | -$48.8K | 0.04% | 149 |
|
2024
Q3 | $669K | Sell |
7,992
-890
| -10% | -$74.5K | 0.05% | 142 |
|
2024
Q2 | $710K | Sell |
8,882
-27
| -0.3% | -$2.16K | 0.06% | 139 |
|
2024
Q1 | $717K | Sell |
8,909
-442
| -5% | -$35.6K | 0.05% | 132 |
|
2023
Q4 | $760K | Sell |
9,351
-472
| -5% | -$38.4K | 0.06% | 127 |
|
2023
Q3 | $746K | Sell |
9,823
-3,318
| -25% | -$252K | 0.06% | 132 |
|
2023
Q2 | $1.04M | Buy |
13,141
+1,524
| +13% | +$120K | 0.09% | 107 |
|
2023
Q1 | $932K | Sell |
11,617
-452
| -4% | -$36.3K | 0.08% | 110 |
|
2022
Q4 | $935K | Sell |
12,069
-17
| -0.1% | -$1.32K | 0.09% | 109 |
|
2022
Q3 | $915K | Sell |
12,086
-440
| -4% | -$33.3K | 0.09% | 109 |
|
2022
Q2 | $1M | Buy |
+12,526
| New | +$1M | 0.09% | 110 |
|